Friday, September 9, 2016

August 2016 - Low Cost Portfolio Update

Global markets continued their move up in August. XIRR YTD was 9.76% and XIRR since inception was 4.08% by end August. I was glad because this would be the first time my portfolio was able to beat the CPF SA rate. When I first started my investment journey, my aim was to have a long term portfolio return of 4% and above.

I received bumper dividend of $920.56 in August and I injected $4,250 of fresh fund. As I had a significant fresh fund injection in July, my equity allocation of the total portfolio dropped to around 40%. To rebalance the portfolio, I was buying some dividend paying stocks to raise the equity allocation:
  • BHP Billiton PLC (BLT.L) 180 shares @ GBP 9.465
  • Bayer Motoren WK (BMW.DE) 26 shares @ EUR 74.96
  • Royal Dutch Shell PLC-B (RDSB.L) 90 shares @ GBP 19.76
  • Sinopec Engineering (2386.HK) 3000 shares @ HKD 6.6
  • Daimler AG (DAI.DE) 31 shares @ EUR 61.49
  • SIA 400 shares @ $10.57

Link to Yaruzi's low cost portfolio as of August 2016

No comments:

Post a Comment